See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,567 | $217,402+36.9% | $185,823+60.1% | $167,490+77.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.79% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,693 | $5,873-54.1% | $5,167-47.9% | $4,837-44.3% |
| Participant deferral / active EE | $7,202 | $6,356+13.3% | $5,568+29.3% | $6,341+13.6% |
| Admin fee / account holder | $1,314 | $19,811-93.4% | $16,237-91.9% | $12,309-89.3% |